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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-04 |
| NY | RA | APPROVED | 2021-05-03 |
| NJ | RA | APPROVED | 2012-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | East Elmhurst | NY | 09/2008 | Present |
| J.P. Morgan Securities Llc | East Elmhurst | NY | 10/2012 | Present |
| Zuri Agency | New York | NY | 03/2024 | Present |
| Jrd Ventures, Llc | Rockville Centre | NY | 03/2025 | Present |
Entity Name: JRD Ventures, LLC Investment related: No Address: Private Residence Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 03/06/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Investment company, mainly real estate investing and/or holding. I am a joint owner along side my wife. Entity Name: Zuri Agency Investment related: No "Address: New York NY 10001" Nature of the other business: Advertisement Position/Title/Relationship: Employee/Contractor Start Date: 03/09/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: my family takes pictures for print ads and modeling but none of the ads are finance sector or financial industry related. Sometimes they want me to participate in the pictures.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-24 |
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